Adding screen captures to application documents

In an application document, you can use screen captures that include real life data to add context to images. For example, you can show a set of selected items and prices in your images for a Purchase Order case type. Providing this detail gives stakeholders a realistic picture of the application's user interface.

Note: For the Document Application tool to identify a flow action screen, the shape referencing that flow action (for example, a connector) must be linked to a specification in the flow.

1. Identify a case type in your application that contains the screen captures that you want to include.
2. Create an instance of the case type by using the +Create menu.

   Enter values and make selections in each section of the UI to depict a realistic use case. When you are finished, take note of the work object ID.

3. Open the Document Application tool by clicking Application > Tools > Document from the Designer Studio menu.
4. Click Application document.
5. In the Level of detail section, click Customize.
6. On the Case/Supporting types tab, select the case types that you want to include screen captures for, and click Submit.
7. On the Screen captures tab, click Define data.
8. In the Define screenshot data window, specify the following information:
   • Work ID — The ID of the work object you created.
   • Ruleset name — A ruleset in your application stack where you want to save the work object's values.
   • Ruleset version — An unlocked version in the specified ruleset.
9. Click OK to define the data for the screen captures.
10. In the Take screen captures section, complete the following steps to take the screen captures:
    1. Select a skin in the Use skin field. This skin applies style and formatting to screen captures in your application document so that you can preview different options without changing the application skin.
    2. Review the following information about each screen capture by clicking the text that displays the total number of screen captures:
       • Name — The name of the Data-Image-Content instance that contains the screen capture.
       • Type — The type of rule used in the screen capture.
       • Applies to — The applies to class of the rule used in the screen capture.
       • Screen capture last saved on — The date and time when the screen capture was taken.
    3. Click Capture all to take the initial screen captures. After you take the initial screen captures, you can click Capture updates to refresh any screen captures that changed. You can display screen captures in a list or gallery view.
11. Click Save document configuration from the Actions menu to save your configuration settings.
12. Click Generate document to generate the Word document with the current settings.

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